Answers - Quick Links

Only 100 records sync, 1 Campaign or List and 1 Email Campaign syncs back, why?

If on our 2 weeks free trial for SyncApps we sync 100 records, 1 CRM Campaign, Marketing List or Tearsheet, including 1 NetSuite Saved Search each time you run a Sync Profile.

Now, if you like please select a different CRM Campaign, Marketing List or Tearsheet, NetSuite Saved Search to grab new records within the 100 set record limit to test out.

100 opt-outs to sync back to CRM on all SyncApps Free Trials.

We limit our records sync so that you can test with complete confidence that you are not going to mess with your CRM or system of record data as in our Paid plans you can sync unlimited records on each scheduled sync or on demand.

We also allow unlimited Campaigns to sync every 24 hours on paid plans.  If you're needing Campaigns to sync more often than every day please use our Enterprise plans which can sync Campaigns every time you sync.

Be sure to also check the below when using any Email Marketing platform to sync data:

  • Only contacts and leads with valid email addresses will be synced.
  • Also if two or more contacts or leads have the same email address, then only one contact or lead will be synced for that email address.
  • Role addresses, group addresses, and aliases email addresses are excluded in the sync.
    Examples: abuse@, admin@, serviceadmin@, all@, everyone@, ftp@, sales@, marketing@, @yahoogroups.com, @googlegroups.com etc.
  • Any Contact that is opted out in your CRM is excluded on any sync (in Zoho CRM and NetSuite)
  • Contacts that have Do Not Allow, donotbulkmail set to true are excluded on each sync (in Microsoft Dynamics CRM)
What does this "Reset Sync Process" button in my Sync Profile page do?

SyncApps always tries to sync only modified data between your software applications. This method is a best practice rather than trying to sync all data each time you run your SyncApps.

Let's face it sometimes the APIs of different software apps go down so you might not have your marketing Lists populated in time or you need to true up your CRM to your Marketing Automation solution.

If all of your data needs to be re-synced, at any time, please click on the "Reset Sync Process" button and during the next sync process all your data between your software applications will sync.

*Please note - you will not lose your previous settings in your Sync Profile.

Integration Onboarding and Services Packages

Do you need more from your integration or have an existing Sync Profile yet need assistance with our Software Experts?

Head to our Services Page to get that scheduled by our 24/7 Premier Support staff.

We will help you review your SyncApps plans and setup on your schedule.

If we afterward determine that your Enterprise plan needs customization, all you have to do is to purchase our Services Package and start syncing together with your uniquely requested custom feature. Isn't that cool?

To purchase our Services Packages, follow these very simple steps:

  1. Log in to your SyncApps account and press the Upgrade tab.
  2. Then head over to the Services Package and select the Service Plan of your choice or as prescribed by our Development team.

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 Have more questions? Get in touch with our 24/7 support folks through support@cazoomi.com.

 

 

All of my campaigns from my Email Marketing software are not syncing, why?

Certainly, during our 14-day free trial, only 1 Email Marketing Campaign will be synced each time you run a sync.

On our fully featured paid plans, you can sync unlimited Email Marketing Campaigns, even schedule the time of day your Email Marketing Campaigns will sync back to CRM and much more.  

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How SyncApps Integration Works in Real Life

Select your SyncApps - integrate your business Apps!

Signing up for an account is as easy as putting in your Email, Name, Company Name and choosing your password.

Signing up for an account is as easy as putting in your Email, Name, Company Name and choosing your password.

After you create an account, you and your company will get instant access to all Sync Profiles for 2 weeks and we don't require a credit card during the trial, so you get to try Cazoomi risk-free.

Subscribe today and save tons of time with SyncApps!

How do I find my Sync Profile ID or URL?

To find your Sync Profile ID or URL please press the link to a Sync Profile on your dashboard. The Sync Profile ID is located right underneath the Summary and the URL is in the browser next to the "lock" icon.

Features and Enhancements : Q1 of 2017

It was a great start for us as we have released 10 new features and enhancements for the 1st Quarter of the year!

So without further ado, here’s the list of SyncApps’ newly added features and enhancements for Q1 from January to March 2017.

New Features

  • MailChimp: Added support for Campaign summary metrics to CRM
  • Handshake: Added mapping for NetSuite Sales Rep and Handshake User Group
  • Constant Contact for Salesforce: Allow EventSpot registrant order total to be mapped to Salesforce Campaign Member
  • Dynamics CRM: List retrieval will retrieve updated record + newly added record to list
  • NetSuite: Make Customer account mappable

Enhancements

  • MINDBODY Customization: Sync second revenue category to Intacct
  • SugarCRM: Make "Assigned To" field available for mapping
  • Salesforce customization: Added support for Campaign name - Group title mapping
  • Xero for Handshake: Mapping Xero phone number to Handshake Bill To phone
  • Zendesk for NetSuite: Add option to not create Customer but only Contact

We hope that you find useful our features and enhancements announcement and we thank you for continued support to our product.

Don’t forget to check back with us as we will be posting additional announcements.  Please comment below if you have any questions or feedback and we will be happy to respond.  Remember, if you are experiencing technical difficulties, please submit a support ticket to support@cazoomi.com to receive prompt and thorough assistance.

 

SyncApps Server IP Addresses for Trusted IPs and Firewall white-list

If you have on-premise software such as SugarCRM On-Premise, Dynamics CRM with firewall configured please add the following IP addresses to your firewall white-list so SyncApps servers can connect to your applications:  

  • 50.57.94.62
  • 162.242.161.75
  • 104.239.198.175

The above IP addresses also need to be added to the trusted list if you use Salesforce trusted IPs, NetSuite IP address restriction or other IP address based restriction rules.  

NetSuite Error Example

Error on sync: Invalid login. IP Address does not match any of the IP Address rules specified for this entity. (Error code: USER_ERROR)

Solution

Add the SyncApps IP addresses to trusted networks list.

Salesforce Specific Error Issues

Invalid username, password, security token; or user locked out. Are you at a new location? When accessing Salesforce--either via a desktop client or the API--from outside of your company’s trusted networks, you must add a security token to your password to log in. To receive a new security token, log in to salesforce.com at http://login.salesforce.com and click Setup | My Personal Information | Reset Security Token. (Error code: LOGIN_MUST_USE_SECURITY_TOKEN)]

Solution:

Add the SyncApps IP addresses to trusted networks list.

Feel free to email our Support team [support@cazoomi.com] if you have any problems which you need to address as we are really excited to have you as subscribers for the next growth build-out at Cazoomi.

Thanks again for being a SyncApps subscriber and let us hear from you on community.cazoomi.com when you have questions, enhancement requests or any issue.

 

 

 

Syncing Campaigns from your Email Marketing Automation to CRM

Syncing existing Campaigns from your Email Marketing Automation software such as Constant Contact, MailChimp, Act-On or Vertical Response to created or existing CRM Campaigns is not a feature of SyncApps.

CRM Campaigns need to be created first in CRM to sync with your Marketing Automation Software as Lists, Groups or Segments.  After that, any email Campaign sent to these Lists, Groups or Segments will create a CRM Campaign of the same name as the email and track all the Campaign metrics from your Marketing Automation Software back to the CRM Campaign.

Please also note that CRM record data is synced from your Email Marketing Automation only if the email address doesn't exist in CRM at the time of syncing.

Syncing Process is taking too long

Some of our clients have experienced this where their sync is still processing and let's say it stays at a specific percentage for over an hour or two.

Don't worry as this is not stuck but it will take a lot of time due to the following factors:

  • The volume of data being synced such as the number of Contacts, Leads, Accounts, Products and/or Campaign Responses depending on the software being integrated.
  • If you have updated the Sync Profile configuration and undergone the Reset and Resync Process due not this takes time as we look at each system anew.
  • The connection between your two integrating apps is dependent on the API of each app.

Stopping your sync while the sync is still "in progress"

There are also some instances that when you might stop your sync while it's in progress yet due note that this might take more than an hour to stop due to our SyncApps indexing algorithms.

When stopping a sync it really depends on the size of the database being synced as SyncApps will halt the process by ending all sync processes and making sure SyncApps stop the data sync at the moment you press this Abort button so that we pick up where you left off syncing on subsequent sync runs.

If when you pressed the "Abort" button yet it takes more than 4 hours then please let our support folks know 24/7.

 

Pricing Inquiry: Free Plan

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Our Free Plan is absolutely free for Constant Contact subscribers only.  Please note that this plan has limited features compared to our other paid plans so essentially, we sync all records to your Constant Contact List every 24 hours.

If needing Field Mapping, Campaigns, Filtering and more please use our Add-Ons or upgrade to our Pro plan.

Free Plan includes:

  • Unlimited Number of Records
  • Sync Scheduling (Daily Interval)
  • 24/7 Support and Email

Other features are available in Paid-Plans or as Add-Ons

When you upgrade to free, SyncApps will ask for your credit card details but don't worry, SyncApps will only charge your credit card if you purchase our Add-Ons or our Services Packages.

Looking for the supported software combinations for Constant Contact SyncApp? Press the "Software Combinations" as seen in the screenshot above from our pricing page.

Test our SyncApps integration today by pressing the "Get 2 Weeks Free".

If you have more questions, reach out to our 24/7 support folks.

Pricing Inquiry: Professional Plan packed with lots of Features!

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Professional Plan is our subscribers' preferred choice because this plan is packed with all the major features needed plus 5 integrations for their integration needs.

Professional Includes:

  1. 146 SyncApps Available
  2. Unlimited Number of Records
  3. Unlimited Account Users
  4. Sync on Demand (Anytime)
  5. Sync Scheduling (6, 12 or 24 hours)
  6. 24/7 Support and Email

Looking for the supported software combinations? Press the "Software Combinations" as seen in the screenshot above on our pricing page.

Test out our SyncApps integration today by pressing the "Get 2 Weeks Free".

SyncApps will charge your Professional Plan on a monthly or yearly basis depending on which choice you have selected. 

Add-Ons are charged monthly and Services Package is charged per session.

You may also Cancel your SyncApps account anytime.

We do also offer 50% discounts for all nonprofits and institutions.

Refund Policy (SyncApps)

SyncApps are billed to your credit card or PayPal on a monthly or yearly basis. You can cancel the subscription at any time and you won't incur further charges, but you are responsible for any charges already incurred before cancellation.

SyncApps offers a Free 14-day trial on all SyncApps solutions. Your first charge will come after you sign up for our Paid plans. You will also be notified by email before your Free trial expires to move to a free or paid plan and will be provided the opportunity to cancel at that time after you are on a paid plan.

If you cancel after you are billed, no refund will be issued. You can cancel your subscription at any time by pressing "Cancel My Subscription" button on My Account page to make sure the subscription is Canceled.

It is SyncApps policy that customers cancel their accounts themselves. Emails, phone calls and/or voicemails are not an acceptable method of cancellation.

If you have more questions, reach out to our 24/7 support folks.

Do you offer Nonprofit pricing?

YES! See other nonprofits who started on a trial and get your own 50% off all our pricing plans!

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*https://www.cazoomi.com/pricing/

Institutions include education, government, and nonprofit organizations; universities and colleges are also eligible to participate in the SyncApps discount programs.

In your SyncApps account, this discount is automatically applied to all .org and .edu Trial emails in our system upon upgrade. Please note that the 50% discount is applied to subscription fees only. Add-Ons and Services Package fees are at their regular rates.

If you're an Institution with a different type of email just send our 24/7 team a note so we can get your SyncApps account updated for the 50% today.

Check out our other inquiries from nonprofits for upgrading and downgrading plans:

Subscriber:

Hello, 

My nonprofit only sends out MailChimp emails about 3 times a year. Could we subscribe to the $19/month for only those 3 months?
 
Or, if the 50% nonprofit discount applies to the $19/month rate, then we could afford to subscribe the full year.
 
Cazoomi:
 
Thanks and in your use case, might best try our Professional plan if using Salesforce when you need it.

Or our Basic plan if using another CRM.

Just subscribe when you need to send out an email then cancel and resubscribe the next time this year you all need to send out an email to your clients.

Super simple to do with our Upgrade/Downgrade tab in SyncApps.

You total plan per month to send email is only $24.99/month for Pro and $9.99/month for Basic so should work fine for your needs.
 
 
Pricing Inquiry: Get Real-Time Syncing with our Enterprise Plans

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 Does your business needs real-time data syncing? Enterprise plan is the best solution!

Packed with all the major features plus 20 integrations setup of your choice, our Enterprise Plan offers Flexible Sync Scheduling and sync anytime you want.

  • Tier 1 - 20 Integration
  • Tier 2 - 50 Integrations
  • Tier 3 - Unlimited Integrations + Customizations on demand

Enterprise Includes:

  • All SyncApps and any 100+ unique customizations
  • Custom services at our $124/hour rate to build into your SyncApps
  • Dedicated scheduled phone support with Sales Engineer (5 hours/year)
  • Unlimited Integrations 
  • Real-time syncing

Looking for our supported software combinations? Press the "Software Combinations" as seen in the screenshot above on our Pricing page.

Test out our SyncApps integration today by pressing the "Get 2 Weeks Free".

SyncApps will charge your Enterprise Plan on a monthly or yearly basis depending on which choice you have selected upon upgrade.

Add-Ons are charged monthly and Services Packages is charged per session.

You may also Cancel your SyncApps account anytime.

We do also offer 50% to all nonprofits and institutions.

Refund Policy (SyncApps)

SyncApps are billed to your credit card or PayPal on a monthly or yearly basis. You can cancel the subscription at any time and you won't incur further charges, but you are responsible for any charges already incurred before cancellation.

SyncApps offers a Free 14-day trial on all SyncApps solutions. Your first charge will come after you sign up for our Paid plans. You will also be notified by email before your Free trial expires to move to a free or paid plan and will be provided the opportunity to cancel at that time after you are on a paid plan.

If you cancel after you are billed, no refund will be issued. You can cancel your subscription at any time by pressing "Cancel My Subscription" button on My Account page to make sure the subscription is Canceled.

It is SyncApps policy that customers cancel their accounts themselves. Emails, phone calls and/or voicemails are not an acceptable method of cancellation.

If you have more questions, reach out to our 24/7 support folks.

Cazoomi Answers and Best Practices

We're always working to deliver best practices around SyncApps that are relevant to your business. Now you don't have to look any further than Cazoomi Answers for up-to-date SyncApps advice and integration tips.

Getting Started